Wealthstream Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealthstream Advisors, Inc.
- $263 Million
- Q2 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 5,517 shares of VTEB stock, worth $280,539. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,517
Previous 5,161
6.9%
Holding current value
$280,539
Previous $261,000
5.75%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio